Brian Conroy (AIF®, CFP®, CRPS)

Planning Specialties

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. Thus, we are free to focus strictly on developing and implementing financial plans and disciplined investment strategies. We integrate the planning, investment and tax disciplines to maximize after-tax wealth and align our client’s assets with their ideal vision of the future. Our track record is proven and consistent as evidenced by our repeat appearances as a top advisor with such notable authorities as Worth magazine, Bloomberg, Medical Economics magazine, J.K. Lassers, and Dalbar. Savant clients are neither speculative nor high-risk investors. Rather, each is concerned with preserving capital, growing assets, and avoiding the myriad risks that abound in today's investment environment. They understand the folly of attempting to predict short-term trends, having chosen instead to steadfastly focus on long-term planning and results. Savant believes that comprehensive industry and academic research refutes the attempt to speculate via active stock picking or market timing. Instead, we focus on taking a long-term, strategic approach to developing broadly diversified global portfolios.